SA Quant identifies Goldman’s discretionary stocks with the largest drop in hedge fund interest.
Written by Emily J. Thompson, Senior Investment Analyst
Source: SeekingAlpha
Hedge Fund Rotation: Goldman Sachs analysts observed that hedge funds shifted their investments from consumer discretionary stocks to health care stocks in Q3 2025.
Top Performing Stocks: The analysis highlighted Aptiv and Coupang as the top consumer discretionary stocks with strong performance and Buy ratings, despite hedge fund exits.
Quant Ratings Overview: Seeking Alpha’s Quant system rates stocks on a scale of 1 to 5, with ratings above 3.5 indicating bullish sentiment, while ratings below 2.5 suggest bearish outlooks.
Consumer Discretionary Sector Insights: The article also references various consumer discretionary ETFs and discusses the potential impact of the labor market on holiday sales and consumer resilience.
Analyst Views on VCR
Wall Street analysts forecast VCR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VCR is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
